Nvidia Q2 earnings: 3 things for investors to watch

Investors are eagerly waiting on Nvidia's (NVDA) second quarter earnings results, due out after the market close on Wednesday, August 28. Moor Insights & Strategy Founder, CEO and chief analyst Patrick Moorhead joins Yahoo Finance to discuss what to look for in the report.
Moorhead notes three things he’s looking for in the highly anticipated report, namely how "the enterprise business [is] growing," Nvidia's "system level versus GPUs," and further "clarity" on Blackwell chip delays.
Moorhead states what the significance of Nvidia's earnings figures, anticipated to be a major market mover, will come down to: "The question is not 'is it going to be good?; The question is 'how good?'"
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#NVIDIA #BigTech #stocks #ai
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I disagree with the analyst's point. How can market share drop to 75% next year when hyperscalers are unlikely to invest even more in CAPEX and R&D for their own chips, especially when Nvidia offers a cheaper and readily available option? Business101, companies pursue their competitive advantages. For Alphabet, it's search (at least for now), for Meta (it's social), don't see them piling cash into their own GPUs in the next year.

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Ok, this useless word “hyperscaler” is just getting annoying now.